Tax Manager - High Net Worth​/ FWS

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.

We are looking for a Tax Manager to join our High Net Worth (Family Wealth Services) practice group. This candidate will oversee tax preparation and perform the technical review process, as well as consult on complex tax matters, for high‑net‑worth individuals, related family partnerships and trust tax returns. Other tasks include ensuring compliance with state and federal tax regulations, quarterly and year‑end consulting, research and engagement oversight.

The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed, and is responsible for supporting, supervising, motivating, and reviewing the work of the tax team.

• Perform tax, gift and estate planning and compliance services for individuals, family limited partnerships and related trusts.
• Continuously expand individual, gift, trust and estate tax knowledge, as well as overall professional development.
• Develop and sustain excellent customer relationships.
• Consult on various tax matters proactively.
• Communicate progress of engagements, problems, and resolutions to customers.
• Monitor economic performance of engagements, including billing and collections.
• Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business.
• Recruit, develop, and motivate team members.
• Create a highly collaborative environment in which team members reach out for input and ideas.
• Promote a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead.
• Set and achieve stretch goals on a periodic basis that increase your value and contribution to the organization.
• Perform other duties within the scope of the practice.

• Bachelor’s degree in Accounting, Finance or Law;
  Master’s degree in Tax/LLM in Tax preferred.
• 5+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements.
• EA License or CPA certification required.
• Project/team management skills.
• Excellent communication and networking acumen.
• Ability to manage and grow strong customer relationships.
• Experience with tax software and technology.
• Ability to multitask and a demonstration of commitment to continuous learning.

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible).
• First‑class health and wellness benefits, including wellness coaching and mental health counseling.
• One‑on‑one professional coaching.
• Leadership and career development programs.
• Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally.

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone.
• Required to have specific vision abilities including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions.
• Interact with internal and external customers and others in the course of work.